How to Build a New Business Pipeline for Personal Lines Insurance

In this video, Tyler Woodall — founder of ScaleOps and former owner of The WIN Agency — breaks down how to build a repeatable new business pipeline for personal lines insurance. Drawing on the same systems he used to scale his own insurance agency past $1.8M in revenue, Tyler walks through the exact playbook ScaleOps uses with insurance agencies, producers, and agency owners across the country. Tyler shares lead sources, activity targets, and the daily structure ScaleOps coaches producers through to keep the pipeline full. Whether you're hiring an insurance VA, building a referral engine, or trying to add new business without burning cash on leads, this is the practical, no-fluff training agency owners have been asking for.